insights.

As geopolitical rivalry grows, it’s easy to assume investment opportunities would diminish. Yet competition between great powers is simply reshaping where opportunity is found, as the US and China move to defend their national interests.

Right now, sustainable investing is being questioned. But the cold reality of global heating cares nothing for market fluctuations. The environmental transition is unstoppable. To ignore this is a risky investment decision.

In today’s rapidly changing world, it is easy for investors to be knocked off course. At Lombard Odier, we always take the long-term view, basing our decisions not on today’s ‘noise’, or the prevailing wisdom, but on a deep understanding of the systems changes the world is going through.

Samy Chaar, our Chief Economist, argues in favour of the dollar and financially strong SMEs - and warns against a trade war with China.

What do uncertain politics mean for markets? As President Biden’s withdrawal from the White House race marks another pivot, investors need strong guidance to navigate turbulence. 

What do UK and French elections mean for economic policymaking and for our investment strategy? 

Can political risks upend the improving growth and inflation outlook? Discover how we are investing for a hot political summer in our Q3 2024 video with Samy Chaar.

Could turbulent times boost the dollar? We assess the outlook and election scenarios.